Embree Financial Group's ownership history for JEPI

Embree Financial Group currently holds 5.8K shares with a market value of $329.8K. It started holding JEPI on 2024-09-30. At its peak, it held 7.2K shares on 2025-06-30. Its highest holding value was $406.6K on 2025-06-30. At its lowest, it held 5.8K shares on 2025-09-30, with a value of $329.8K on 2025-09-30. In the recent 180 days, Embree Financial Group has decreased its shares by 942. In the recent year, Embree Financial Group has decreased its shares by 607.